Alta Wealth Advisors

Alta Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Alta Wealth Advisors

Alta Wealth Advisors holds 132 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 11.0 $25M 285k 87.90
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 10.1 $23M 452k 51.14
Spdr Ser Tr Portfolio S&p400 (SPMD) 5.1 $12M 212k 54.69
Apple (AAPL) 4.2 $9.5M 38k 250.42
NVIDIA Corporation (NVDA) 4.1 $9.3M 69k 134.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $6.8M 12k 586.10
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $5.3M 13k 401.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $5.0M 28k 175.23
Ishares Tr Rus 1000 Val Etf (IWD) 2.1 $4.7M 26k 185.13
Microsoft Corporation (MSFT) 2.0 $4.6M 11k 421.50
Sophia Genetics Sa Ordinary Shares (SOPH) 1.9 $4.3M 1.4M 3.07
Costco Wholesale Corporation (COST) 1.8 $4.2M 4.6k 916.27
Meta Platforms Cl A (META) 1.8 $4.0M 6.8k 585.50
Amazon (AMZN) 1.7 $3.8M 18k 219.39
Servicenow (NOW) 1.5 $3.4M 3.2k 1060.14
Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.4M 5.8k 588.68
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.4M 18k 189.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $3.4M 6.6k 511.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $3.1M 6.9k 453.28
Tesla Motors (TSLA) 1.3 $2.9M 7.3k 403.84
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $2.9M 15k 190.88
Eli Lilly & Co. (LLY) 1.0 $2.4M 3.1k 771.89
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $2.2M 17k 128.62
Shopify Cl A (SHOP) 0.9 $2.1M 20k 106.33
JPMorgan Chase & Co. (JPM) 0.9 $2.1M 8.6k 239.71
Vanguard Index Fds Value Etf (VTV) 0.9 $2.0M 12k 169.29
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.9M 19k 101.53
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $1.9M 41k 44.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.8M 10k 178.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.8M 23k 78.01
salesforce (CRM) 0.7 $1.7M 5.1k 334.33
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.7M 4.1k 410.39
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $1.6M 3.8k 425.50
Palo Alto Networks (PANW) 0.6 $1.4M 8.0k 181.96
The Trade Desk Com Cl A (TTD) 0.6 $1.4M 12k 117.53
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $1.4M 20k 71.43
Abbvie (ABBV) 0.6 $1.4M 7.9k 177.70
UnitedHealth (UNH) 0.6 $1.4M 2.8k 505.86
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $1.4M 17k 77.79
Wal-Mart Stores (WMT) 0.6 $1.3M 15k 90.35
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $1.3M 13k 99.55
Lowe's Companies (LOW) 0.6 $1.3M 5.2k 246.81
Lam Research Corp Com New (LRCX) 0.6 $1.3M 18k 72.23
Visa Com Cl A (V) 0.5 $1.2M 3.8k 316.04
Kla Corp Com New (KLAC) 0.5 $1.2M 1.8k 630.12
Incyte Corporation (INCY) 0.5 $1.1M 17k 69.07
Gilead Sciences (GILD) 0.5 $1.1M 12k 92.37
Sofi Technologies (SOFI) 0.5 $1.1M 71k 15.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $1.1M 7.8k 137.58
Bristol Myers Squibb (BMY) 0.4 $1.0M 18k 56.56
Nextera Energy (NEE) 0.4 $998k 14k 71.69
Bny Mellon Etf Trust Internationl Eqt (BKIE) 0.4 $996k 14k 72.43
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $959k 17k 56.48
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $943k 9.4k 100.32
Pepsi (PEP) 0.4 $905k 6.0k 152.06
Paypal Holdings (PYPL) 0.4 $885k 10k 85.35
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $866k 15k 58.93
Advanced Micro Devices (AMD) 0.3 $762k 6.3k 120.79
Spdr Gold Tr Gold Shs (GLD) 0.3 $758k 3.1k 242.13
Simon Property (SPG) 0.3 $740k 4.3k 172.21
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $738k 1.8k 402.70
Regeneron Pharmaceuticals (REGN) 0.3 $712k 1.0k 712.33
Vanguard World Health Car Etf (VHT) 0.3 $676k 2.7k 253.69
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $674k 5.9k 115.23
Adobe Systems Incorporated (ADBE) 0.3 $658k 1.5k 444.68
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $654k 7.4k 88.79
Select Sector Spdr Tr Energy (XLE) 0.3 $652k 7.6k 85.66
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $644k 9.6k 67.03
Ishares Tr National Mun Etf (MUB) 0.3 $642k 6.0k 106.56
McDonald's Corporation (MCD) 0.3 $638k 2.2k 289.95
Oracle Corporation (ORCL) 0.3 $632k 3.8k 166.63
Uber Technologies (UBER) 0.3 $625k 10k 60.32
Arista Networks Com Shs (ANET) 0.3 $624k 5.6k 110.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $613k 9.8k 62.31
Marvell Technology (MRVL) 0.3 $605k 5.5k 110.45
Exxon Mobil Corporation (XOM) 0.3 $604k 5.6k 107.58
Applovin Corp Com Cl A (APP) 0.3 $590k 1.8k 323.83
Lockheed Martin Corporation (LMT) 0.2 $561k 1.2k 485.94
Blackrock (BLK) 0.2 $556k 542.00 1025.11
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $551k 7.3k 75.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $546k 1.9k 289.74
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $541k 1.4k 386.22
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $510k 5.4k 95.00
Hubspot (HUBS) 0.2 $509k 730.00 696.77
Cyberark Software SHS (CYBR) 0.2 $507k 1.5k 333.15
Cadence Design Systems (CDNS) 0.2 $496k 1.7k 300.46
Thermo Fisher Scientific (TMO) 0.2 $493k 948.00 520.44
Legg Mason Etf Invt Clearbridge Di (YLDE) 0.2 $491k 9.7k 50.78
Vertiv Holdings Com Cl A (VRT) 0.2 $490k 4.3k 113.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $483k 897.00 538.84
Chevron Corporation (CVX) 0.2 $483k 3.3k 144.84
Qualcomm (QCOM) 0.2 $457k 3.0k 153.61
Netflix (NFLX) 0.2 $439k 493.00 891.32
Snowflake Cl A (SNOW) 0.2 $438k 2.8k 154.41
Ishares Tr Core Div Grwth (DGRO) 0.2 $437k 7.1k 61.34
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $433k 17k 25.58
Honeywell International (HON) 0.2 $430k 1.9k 225.89
Applied Materials (AMAT) 0.2 $409k 2.5k 162.66
Ishares Tr Core Msci Eafe (IEFA) 0.2 $405k 5.8k 70.27
Alphabet Cap Stk Cl C (GOOG) 0.2 $405k 2.1k 190.44
Vanguard Index Fds Small Cp Etf (VB) 0.2 $403k 1.7k 240.29
Okta Cl A (OKTA) 0.2 $396k 5.0k 78.80
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $388k 4.8k 80.92
Crowdstrike Hldgs Cl A (CRWD) 0.2 $387k 1.1k 342.16
American Express Company (AXP) 0.2 $385k 1.3k 296.68
Spdr Ser Tr S&p Biotech (XBI) 0.2 $379k 4.2k 90.06
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $378k 7.4k 51.01
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $377k 4.2k 89.63
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $363k 1.4k 264.15
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $335k 1.7k 197.49
Merck & Co (MRK) 0.1 $331k 3.3k 99.48
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $325k 9.5k 34.13
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $317k 5.4k 59.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $313k 3.0k 105.48
Intuit (INTU) 0.1 $299k 476.00 628.04
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $299k 6.1k 49.05
Accenture Plc Ireland Shs Class A (ACN) 0.1 $277k 787.00 351.79
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $276k 3.4k 80.21
Mastercard Incorporated Cl A (MA) 0.1 $274k 521.00 526.58
Morgan Stanley Com New (MS) 0.1 $261k 2.1k 125.72
Bank of America Corporation (BAC) 0.1 $239k 5.4k 43.95
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $237k 3.0k 79.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $228k 4.8k 47.82
Verizon Communications (VZ) 0.1 $220k 5.5k 39.99
Ishares Silver Tr Ishares (SLV) 0.1 $215k 8.2k 26.33
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $215k 11k 19.84
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $209k 2.1k 99.70
Raytheon Technologies Corp (RTX) 0.1 $207k 1.8k 115.71
First Tr Value Line Divid In SHS (FVD) 0.1 $207k 4.7k 43.64
Ishares Tr Rus 1000 Etf (IWB) 0.1 $203k 631.00 322.31
Brookline Ban 0.1 $137k 12k 11.80
Foghorn Therapeutics (FHTX) 0.0 $71k 15k 4.72